Kathryn K. Lund, CFP^®

Senior Advisor

Milestone Financial Planning, LLC

6 Crusade Road
Westford, MA 01886

(978) 504-2960 CONNECT WITH Kathryn

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Comprehensive financial planning and investment management for families and individuals

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Kathryn Lund | NAPFA

Brochures

Certified Professional Profile | CFP - Let's Make a Plan (letsmakeaplan.org)

General

Kathryn Lund is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestone Financial Planning, LLC in Westford, MA and the surrounding communities.

Financial Advisor Overview

Kathy has been providing integrated financial planning services to individuals and families since establishing her own fee-only financial planning practice in 2007. She joined Milestone through the acquisition of Mosaic Financial Advisors, LLC in January 2022. Kathy started her career at Price Waterhouse in Boston, moving into industry as Vice President, Finance and Administration for a high-tech start-up. She started her own CPA practice in 1988 (Kathryn K. Lund, CPA), working in the capacity of part-time CFO for start-up companies looking to go public while raising two small children. Kathy lives in Westford, Massachusetts, with her husband. Both “small children” are now grown, married, and living close enough to give opportunities for precious time together. Kathy’s happy places are swimming at Walden Pond and hiking with family and friends.

Financial Advisor Experience

Kathy received her Master of Science in Taxation (1994), and her Master of Science in Financial Planning (2006) from Bentley University, both with high distinction. She earned a Master of Science in Business Administration (1981), and a Bachelor of Arts in German (1979) from Michigan State University. Kathy is a registered advisor with the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and a member of the Financial Planning Association (FPA). She is a member of the Massachusetts Society of Certified Public Accountants and is a CERTIFIED FINANCIAL PLANNER™ professional.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Personal Taxes, Women's Finances